Manulife (Manufacturers Life Insurance)
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Manulife (Manufacturers Life Insurance)’s PhenixFIN PFX Stock Holding History

Manulife (Manufacturers Life Insurance)’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-88
Closed -$6K – 3618
2018
Q2 		$6K Hold
88
– – ﹤0.01% 4041
2018
Q1 		$7K Hold
88
– – ﹤0.01% 4033
2017
Q4 		$9K Sell
88
-18
-17% -$2.05K ﹤0.01% 4007
2017
Q3 		$13K Hold
106
– – ﹤0.01% 3761
2017
Q2 		$14K Buy
106
+11
+12% +$1.5K ﹤0.01% 3734
2017
Q1 		$15K Hold
95
– – ﹤0.01% 3583
2016
Q4 		$14K Sell
95
-7
-7% -$1.07K ﹤0.01% 3705
2016
Q3 		$16K Hold
102
– – ﹤0.01% 3601
2016
Q2 		$14K Buy
102
+15
+17% +$1.99K ﹤0.01% 3582
2016
Q1 		$11K Hold
87
– – ﹤0.01% 3614
2015
Q4 		$13 Hold
87
– – ﹤0.01% 3494
2015
Q3 		$13 Sell
87
-17
-16% -$2.9K ﹤0.01% 3516
2015
Q2 		$18 Buy
104
+41
+65% +$7.54K ﹤0.01% 3478
2015
Q1 		$11 Hold
63
– – ﹤0.01% 3539
2014
Q4 		$12 Buy
+63
New +$13.7K ﹤0.01% 3437
2014
Q3 		– Sell
-15
Closed -$4K – 3977
2014
Q2 		$4K Sell
15
-1,482
-99% -$380K ﹤0.01% 3581
2014
Q1 		$408 Buy
1,497
+30
+2% +$8.38K ﹤0.01% 2220
2013
Q4 		$406 Buy
1,467
+422
+40% +$118K ﹤0.01% 2200
2013
Q3 		$288 Hold
1,045
– – ﹤0.01% 2374
2013
Q2 		$284K Buy
+1,045
New +$306K ﹤0.01% 2295

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s PFX Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of PhenixFIN (PFX) in Q3 2018, closing a stake of 88 shares — an estimated $6K sold.

Manulife (Manufacturers Life Insurance) first reported a position in PFX in Q2 2013 and held it in 20 quarters. The position peaked at $284K in Q2 2013. 65 funds tracked by Wall St. Rank hold PFX as of Q3 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining PhenixFIN position as of Q3 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 88 PhenixFIN shares in Q3 2018, an estimated $6K.
  • Manulife (Manufacturers Life Insurance) first reported a position in PhenixFIN in Q2 2013 and held it in 20 quarters.
  • Manulife (Manufacturers Life Insurance)'s PhenixFIN position peaked at $284K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held PhenixFIN as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.